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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,853 | $138,102-63.2% | $125,381-59.4% | $134,532-62.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.48% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $6,793 | $5,245+29.5% | $4,815+41.1% | $4,741+43.3% |
| Participant deferral / active EE | $10,020 | $7,801+28.5% | $7,448+34.5% | $6,401+56.5% |
| Admin fee / account holder | $4,940 | $11,568-57.3% | $10,007-50.6% | $11,429-56.8% |